4 days later…
Can only be done in EU.
I think you forgot there’s a web browser in vision pro.
Very happy to see more companies making hardware to challenge Apple. From Meta’s Ray Ban glasses to OepnAI and MidJourney’s secret projects. Common theme is AI where Apple is years behind.
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Apple should come out with more creative ideas to retain talents.
There are not that many companies which have cpu/gpu + sensor + full S/W solution for consumer electronics. Apple is way ahead of any company in this sense.
Nvidia miserably failed when they tried to get in mobile market with tegra.
Every company has its own strength, nividia for gpu, qualcomm for modem, apple for phone/laptop, etc. It seems easy but they couldn’t beat each other in those areas.
When it comes to VR/AR gear, i think apple is in very good position. A couple of people moving to other company won’t make much difference. Vision pro was really large collaborative project across multiple teams.
Well, time will tell.
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I agree. Apple’s core strength is in creating a superb user experience with their software+hardware. I think to this date they are unmatched.
However the flip side of that is Apple’s online services are not as good. Apple music is not as good as Spotify. They tried to create a social network (remember Ping?) that flopped badly. But if there’s a consumer hardware angle like Apple Pay they shine.
AI is a big enough paradigm shift that there may be an opening for other companies. It’s hard to beat Apple on consumer hardware but I am happy to see people to at least try.
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My petty 
interpretation of above statement: I miss the phenomenal success in investing in AAPL and is envy of those who did. Since I can’t turn the clock around, I wish AAPL would be suppressed by other companies.
What’s the big deal? You “missed” one train there is always the next one.
Signed,
Happy Investor of Nvidia
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Many years ago, I told you to consider all-in to NVDA since you knew the semi industry very well and don’t waste time in other areas e.g. software. So did you all-in or invest less than 10% of your stock portfolio in NVDA? I recalled then I read about NVDA is dominating AI and Datacenter.
So I won’t read any sour grapes comments in the future?
Streaming music. Apple Music was released 7 years later than Spotify. Comparing the rate of growth of subscriber, I notice is about the same. To date, Apple Music is still 7 years behind. Since the market is still growing, Spotify is in no danger of being caught up by Apple Music.
Streaming video. Netflix’s streaming service is launched about 10 years ahead of Apple TV+. Apple TV+ is around for slightly more than 4 years.
Judge comments by their own merits. No need to ascribe imagined motives. Who care what the emotions behind is? If something makes sense, it will continue to make sense even with bad motives. Same for things that don’t make sense.
Monopolies are bad for everyone except the monopoly itself, and Apple is a monopoly. I will always cheer for more competition. Same for Nvidia. I wish AMD will take market share away from Nvidia.
Talk noble again 
Apple is never a monopoly.
Desktop/Notebook- Number 1 with overwhelming market share is WinTel
Smartphone- Number 1 with overwhelming market share is Androids
Cup and handle pattern
Can we consider NVDA and AAPL are in cup and handle pattern? NVDA has broken out. AAPL looks poise to breakout too. Are my eyes playing tricks on me?
This is a very good article. Unlike all the other reviews Ben hit some very subtle points.
It’s also quite long. So in summary:
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The productivity angle of Vision Pro is flawed because of fundamental OS limitations. Apple made the design choice in iOS to optimize single app experience and that carries onto Vision. It will likely remain suboptimal in the future because it’s baked in.
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AVP is a great video consumption device. A very good, and expensive, iPad if you like.
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It’s extremely personal, and a huge pain in the ass to share with family. You will feel bad if you only buy one in a family of four people, better not even buy one.
The last bit comparing Meta and Apple’s approaches is awesome. I will just copy verbatim below.
I also, for what it’s worth, think that the Vision Pro is not the death knell for Meta’s VR efforts that so many think it is: the two visceral reactions I had to the Vision Pro were the “sitting down on the couch after a day at work and slipping it on” experience and the “wow it’s nice that my futzing around is private” experience; Meta, having made tradeoffs that favor a drastically lower price, is well-positioned to capture the latter, particularly for the use cases that Malik described. Make no mistake, video on the Vision Pro is better — resolution matters! — but it’s more than passable on the Quest, and better than a tablet or a phone. Controllers, meanwhile, make for a far better gaming experience, even if gaming as a whole is more of a destination activity than an augmented one.
What is most compelling about Meta, though, are their investments in AI. I believe that generative AI will be the key to unlocking the Metaverse, and I suspect that Meta will achieve the capability necessary to deliver an infinite number of unique experiences before Apple will (if they even try). Meta, too, is focused on virtual connections as a matter of business (and I find their early efforts compelling); I would expect the company to deliver a compelling “friend” experience in VR long before Apple (and I do, for the record, think their cartoonish approach to avatars is much better than Apple’s uncanny-valley-esque Personas).
In fact, I suspect there is room for both, and their respective market opportunities may follow the distinction I noted above between AR and VR: Apple has its eyes set on the real world, and Meta the virtual one; I just wish one of them would help me get my work done.
Has Ben ever get any review right?
Ben has gotten many things right. Most recently he picked the Meta bottom.
I like well reasoned articles. And Ben’s articles are always well reasoned, even if I don’t agree with his conclusions.
Metaverse economy is BS. Consumers are in record CC debt. How much are they going to spend on virtual crap when they can’t even afford real life?
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Many people got this. No need for long winded article. That is the reason I hate to read his articles. Can’t he say it in a few sentences? If I got time, I will read, otherwise, so what is a well reasoned article.